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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,742 | $160,040-24.6% | $147,096-17.9% | $145,877-17.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 11.41% | 98.49%-87.1pp | 419.75%-408.3pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,039 | $5,289-42.5% | $4,936-38.4% | $4,663-34.8% |
| Participant deferral / active EE | $8,886 | $8,429+5.4% | $8,071+10.1% | $6,691+32.8% |
| Admin fee / account holder | $91 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |